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Washington Trust’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Washington Trust’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-412
Closed -$29.4K – 847
2024
Q4 		$29.4K Hold
412
– – ﹤0.01% 522
2024
Q3 		$28.9K Hold
412
– – ﹤0.01% 533
2024
Q2 		$27.3K Hold
412
– – ﹤0.01% 536
2024
Q1 		$26.4K Hold
412
– – ﹤0.01% 540
2023
Q4 		$24.1K Hold
412
– – ﹤0.01% 530
2023
Q3 		$21.6K Hold
412
– – ﹤0.01% 528
2023
Q2 		$22.4K Hold
412
– – ﹤0.01% 552
2023
Q1 		$20.8K Hold
412
– – ﹤0.01% 553
2022
Q4 		$19.5K Hold
412
– – ﹤0.01% 559
2022
Q3 		$18K Hold
412
– – ﹤0.01% 563
2022
Q2 		$19K Hold
412
– – ﹤0.01% 559
2022
Q1 		$23K Hold
412
– – ﹤0.01% 559
2021
Q4 		$24K Hold
412
– – ﹤0.01% 555
2021
Q3 		$22K Hold
412
– – ﹤0.01% 673
2021
Q2 		$22K Hold
412
– – ﹤0.01% 682
2021
Q1 		$20K Buy
+412
New +$19.7K ﹤0.01% 673

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Washington Trust's SPTM Position: Q1 2025 in Review

Washington Trust sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2025, closing a stake of 412 shares — an estimated $29.4K sold.

Washington Trust first reported a position in SPTM in Q1 2021 and held it in 16 quarters. The position peaked at $29.4K in Q4 2024. 637 funds tracked by Wall St. Rank hold SPTM as of Q1 2025.

  • Washington Trust reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • Washington Trust sold 412 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2025, an estimated $29.4K.
  • Washington Trust first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2021 and held it in 16 quarters.
  • Washington Trust's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $29.4K in Q4 2024.
  • 637 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2025.

Based on Washington Trust's 13F filing for Q1 2025, filed 25 Apr 2025.